Associate, Investment Operations – Bank Loan Settlements

Prudential Financial

. Support all settlement activities for USD Bank Loans and assist with non-USD bank loans .

Posted 11/3/2026full-timeNewark • New Jersey • United StatesMid-Level💰 $115,000 - $135,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing USD and non-USD bank loan settlements, with a strong focus on data integrity, risk mitigation, and cross-functional collaboration. Proficient in loan documentation, operational problem-solving, and relationship management within a fast-paced financial environment.

Highest-signal resume keywords

Bank Loan Products ExperienceLoan Trading Documentation ReviewClearPar Loan Closing SystemKYC/Onboarding FacilitationAnalytical Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Bank Loan SettlementsLoan Documentation DraftingCredit Agreement InterpretationPar/Near Par Loan TradingDistressed Loan Trading Convention

Soft Skills

Strong Presentation SkillsInterpersonal SkillsCritical ThinkingProblem-SolvingSelf-Motivation

Tools & Technologies

ClearParAladdinWall Street OfficeS&P Suites

Industry Keywords

KYCOperational Risk MitigationTrade CommunicationsMarket Trends MonitoringCross-Functional Collaboration

About the role

Key responsibilities & impact

Support all settlement activities for USD Bank Loans and assist with non-USD bank loans
Maintain data integrity and manage trade communications and settlements
Coordinate with trade counterparties and borrowers to receive and review loan trade documentation
Facilitate KYC/Onboarding of new accounts
Collaborate with Portfolio Management, Deal Teams, Legal, Compliance, Counterparties, Custodians, Trustees, and Agent Banks
Support US (LSTA) and Non-USD (LMA) Bank Loan settlements
Help resolve operational problems and incorporate processes to mitigate risks
Monitor industry initiatives and market trends
Research and resolve security data discrepancies
Own operational issues and provide cross-functional resolutions
Anticipate risks affecting Bank Loan operational support and reduce their occurrence
Communicate issues proactively with relevant business partners
Improve processes by identifying inefficiencies and leveraging available tools
Cultivate internal and external relationships to achieve service levels
Lead and manage large-scale strategic initiatives with vendors and internal technology teams

Requirements

What you’ll need

Degree in Economics, Finance or Business preferred
5–7+ years’ experience with Bank Loan products
Minimum of 5–7 years’ experience closing par loans
Experience drafting and reviewing loan trading documentation
Familiarity with Par/Near Par loan trading market convention
Familiarity with Distressed loan trading convention is a plus
Experience with ClearPar loan closing system
Ability to read and interpret credit agreements
Previous exposure to Aladdin, Wall Street Office, and S&P suites of applications is a plus
Strong presentation, written communication, and interpersonal skills
Superior analytical skills, accuracy, and careful attention to detail
Ability to organize and prioritize tasks in a deadline-oriented environment
Critical thinking and problem-solving experience
Outstanding academic achievement, extracurricular involvement, work experience, and demonstrated leadership qualities
Willingness and desire to learn and teach others
Proven ability to develop and cultivate relationships across all staff levels
Self-motivation and ability to work within a team environment
Entrepreneurial spirit and willingness to take on additional responsibility
Enjoyment of a fast-paced, high-intensity environment

Benefits

Comp & perks

Market competitive base salaries
Yearly bonus potential
Medical, dental, vision, life insurance, and disability insurance
Paid Time Off (PTO)
Parental and military leave
401(k) plan with company match (up to 4%)
Company-funded pension plan
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
Work/Life Resources covering parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
Education Benefit for traditional college enrollment toward an approved degree and accredited certificate programs
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices
Discretionary annual incentive program eligibility